See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,942 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $17,489 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,754 | $62,928-78.1% | $172,739-92.0% | $67,579-79.6% |
| Participation rate | 92.5% | 64.5%+28.0pp | 82.6%+9.8pp | 71.3%+21.2pp |
| Annual return | 20.06% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $891 | $1,636-45.6% | $5,143-82.7% | $2,148-58.5% |
| Participant deferral / active EE | $894 | $2,145-58.3% | $5,198-82.8% | $3,539-74.7% |
| Admin fee / account holder | $65 | $167-61.2% | $13,954-99.5% | $142-54.6% |